See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $569,220 | $117,983+382.5% | $101,794+459.2% | $142,382+299.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.32% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $8,453 | $2,773+204.8% | $2,289+269.3% | $4,299+96.6% |
| Participant deferral / active EE | $14,333 | $4,714+204.1% | $4,084+251.0% | $6,507+120.3% |
| Admin fee / account holder | $93,781 | $10,433+798.9% | $8,777+968.5% | $12,624+642.9% |